BWP
ADP icon

Bernardo Wealth Planning’s Automatic Data Processing ADP Stock Holding History

Bernardo Wealth Planning’s Portfolio ADP Stock Details ADP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$219K Buy
+979
New +$209K 0.04% 131
2026
Q1 		– Sell
-1,162
Closed -$299K – 130
2025
Q4 		$299K Sell
1,162
-26
-2% -$6.92K 0.06% 102
2025
Q3 		$349K Hold
1,188
– – 0.07% 89
2025
Q2 		$366K Buy
1,188
+31
+3% +$9.52K 0.08% 80
2025
Q1 		$353K Buy
1,157
+10
+0.9% +$3.02K 0.08% 79
2024
Q4 		$329K Sell
1,147
-142
-11% -$42K 0.08% 84
2024
Q3 		$376K Hold
1,289
– – 0.09% 77
2024
Q2 		$308K Hold
1,289
– – 0.08% 78
2024
Q1 		$322K Hold
1,289
– – 0.09% 77
2023
Q4 		$300K Sell
1,289
-92
-7% -$21.4K 0.09% 71
2023
Q3 		$332K Sell
1,381
-24
-2% -$5.85K 0.13% 63
2023
Q2 		$309K Sell
1,405
-31
-2% -$6.68K 0.12% 65
2023
Q1 		$320K Buy
1,436
+45
+3% +$10.2K 0.14% 65
2022
Q4 		$332K Sell
1,391
-36
-3% -$8.84K 0.16% 64
2022
Q3 		$332K Hold
1,427
– – 0.19% 60
2022
Q2 		$299K Hold
1,427
– – 0.17% 62
2022
Q1 		$324K Buy
1,427
+92
+7% +$19.7K 0.16% 64
2021
Q4 		$329K Sell
1,335
-138
-9% -$31.2K 0.16% 60
2021
Q3 		$294K Hold
1,473
– – 0.17% 62
2021
Q2 		$292K Hold
1,473
– – 0.18% 61
2021
Q1 		$277K Sell
1,473
-1,693
-53% -$294K 0.18% 60
2020
Q4 		$557K Hold
3,166
– – 0.21% 89
2020
Q3 		$441K Sell
3,166
-36
-1% -$5.04K 0.2% 89
2020
Q2 		$476K Sell
3,202
-20
-0.6% -$2.86K 0.26% 75
2020
Q1 		$440K Sell
3,222
-84
-3% -$13.5K 0.31% 80
2019
Q4 		$563K Buy
3,306
+578
+21% +$95.7K 0.34% 67
2019
Q3 		$440K Hold
2,728
– – 0.32% 81
2019
Q2 		$451K Sell
2,728
-59
-2% -$9.59K 0.35% 75
2019
Q1 		$445K Sell
2,787
-5
-0.2% -$726 0.35% 77
2018
Q4 		$366K Buy
+2,792
New +$394K 0.32% 83

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bernardo Wealth Planning's ADP Position: Q2 2026 in Review

Bernardo Wealth Planning opened a new position in Automatic Data Processing (ADP) in Q2 2026: 979 shares worth $219K. The stake represents 0.04% of the portfolio and ranks #131 among its holdings. This is a return to the name: Bernardo Wealth Planning previously reported a position in ADP as recently as Q4 2025.

Bernardo Wealth Planning first reported a position in ADP in Q4 2018 and has held it in 30 quarters since. The position peaked at $563K in Q4 2019. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Bernardo Wealth Planning held 979 shares of Automatic Data Processing worth $219K as of Q2 2026.
  • Automatic Data Processing was a new Bernardo Wealth Planning position in Q2 2026.
  • Automatic Data Processing made up 0.04% of Bernardo Wealth Planning's portfolio in Q2 2026, its #131 holding.
  • Bernardo Wealth Planning first reported a position in Automatic Data Processing in Q4 2018 and has held it in 30 quarters since.
  • Bernardo Wealth Planning's Automatic Data Processing position peaked at $563K in Q4 2019.
  • 2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.